DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Moneco Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicholas Mannuel Desousa | Moneco Advisors independent RIA | Claro Advisors Inc. independent RIA | RIA to RIA | Jan 31, 2025 | Feb 3, 2025 |
| Jose Eduardo Vivero | Moneco Advisors independent RIA | United Financial Planning Group LLC independent RIA | RIA to RIA | Jan 30, 2025 | Jun 6, 2025 (127 d) |
| Zahya Lee Beall | Moneco Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2024 | Feb 2, 2024 |
| Christopher E Tormey | Moneco Advisors independent RIA | Bull Harbor Capital LLC. no RAUM | RIA to a newly registered adviser | Nov 7, 2023 | Nov 6, 2023 |
| Scott Louis Langlais | Moneco Advisors independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2019 | Oct 8, 2019 (50 d) |
| Ann Marie Greenberg | Moneco Advisors independent RIA | Highpoint Advisor Group, LLC independent RIA | RIA to RIA | Jul 24, 2018 | Jul 12, 2018 |
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6 moves match.